I have written a free report to help Ontario executors. It is called, Start Your Ontario Executor Journey Here. You’ll find it on my website. This report is based on my experience as an Ontario Law Society Certified Specialist in Estates and Trusts Law. I have included information…
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Everyone has an estate horror story to tell. And each estate is different. That is why executors can’t rely on checklists to protect themselves. I am starting a new series about the dangers Ontario Executors must be aware of to avoid trouble. Here is the second in…
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Everyone has an estate horror story to tell. And every estate is different. That is why executor checklists do not protect Ontario executors. I am starting a new series about dangers that Ontario Executors must be aware of to avoid trouble. If you are a first-time executor,…
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Your Simple Guide to Avoiding Costly Mistakes on Your Estate Journey The Executor Roadmap helps you reduce stress, focus your time and efforts. Handling another person’s money puts tremendous responsibility on you. Take heart. Most executors have no experience. But you need professional guidance to complete your…
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Making Wills Easy – New Summer Series 13 Let’s help you find the right lawyer to prepare your will. In this Summer Series, I explained why you need to invest in a professionally prepared will. In case you missed it, go here. Sure, you may be afraid…
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Making Wills Easy – New Summer Series 3 Maria was a nurse’s aide who married Walter. They lived together in Walter’s house for 17 years before Walter died without a will. Walter owned his house — in his name — after his divorce and had a large mortgage….
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Jerry was named in his father’s will as the estate executor. The will specified Jerry was to hire the father’s lawyer, Frank, to probate the will. But Jerry had a problem. He lived in North Bay and Frank, the father’s will lawyer, practiced in Toronto. Was Jerry…
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You probably did not ask to be placed in charge of an estate. You may have just inherited the executor job title. So, how will you define success as an executor? How will you cope with the realities of your job as executor? Every executor must remember…
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When a person dies with a will in Ontario, what happens? The will usually names executors. In Ontario, executors are called estate trustees with a will. They have authority to deal with estate matters. In some cases, they may not need to probate the will. What does…
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I have posted a power of attorney story that will interest all mothers. You can read the story, entitled “Why Do You Forsake Family?”, on Money.ca. It is about a mother named Sharon. She has issues with a family power of attorney. Many people do not understand…
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